See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,549 |
BOYS & GIRLS CLUB OF BROCKTON1 year Service code 56 233 WARREN AVENUE · BROCTON, MA 02301 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,376 | $37,196+40.8% | $154,107-66.0% | $55,725-6.0% |
| Participation rate | 99.2% | 64.1%+35.1pp | 83.0%+16.1pp | 70.9%+28.3pp |
| Annual return | -4.25% | 1319.68%-1323.9pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $721 | $1,614-55.3% | $5,298-86.4% | $2,078-65.3% |
| Participant deferral / active EE | $3,994 | $2,068+93.1% | $5,081-21.4% | $3,356+19.0% |
| Admin fee / account holder | $68 | $102-33.4% | $13,411-99.5% | $115-41.2% |